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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1301
Resonant Capital Advisors
Wisconsin
$657K +$3.14K +13 +0.5%
BCM
1302
Boltwood Capital Management
California
$657K +$20.3K +84 +3%
IP
1303
Intellectus Partners
California
$655K -$47.1K -195 -7%
AC
1304
Apella Capital
Connecticut
$654K +$660K +2,732 New
CFMC
1305
Curbstone Financial Management Corp
New Hampshire
$650K – – –
BHWM
1306
Bar Harbor Wealth Management
New Hampshire
$648K -$1.21K -5 -0.2%
LDB
1307
Lee, Danner & Bass
Tennessee
$648K +$205K +846 +46%
FMLI
1308
Fukoku Mutual Life Insurance
Japan
$647K – – –
SWM
1309
Stockman Wealth Management
Montana
$647K +$10.6K +44 +2%
ESB
1310
Essex Savings Bank
Connecticut
$645K – – –
MYIA
1311
Mount Yale Investment Advisors
Colorado
$645K +$208K +861 +47%
DWM
1312
Doyle Wealth Management
Florida
$643K -$2.9K -12 -0.4%
JMFC
1313
J.M. Forbes & Co
Massachusetts
$643K – – –
GWS
1314
Glassman Wealth Services
Virginia
$642K +$4.11K +17 +0.6%
TFF
1315
The Family Firm
Maryland
$642K +$9.67K +40 +2%
MCA
1316
Magnolia Capital Advisors
Mississippi
$642K +$39.9K +165 +7%
ISB
1317
Iowa State Bank
Iowa
$642K +$182K +753 +39%
WG
1318
Welch Group
Alabama
$641K +$8.7K +36 +1%
CNAM
1319
Campbell Newman Asset Management
Wisconsin
$640K -$152K -627 -19%
ISWM
1320
Independent Solutions Wealth Management
New York
$634K -$4.35K -18 -0.7%
BWM
1321
Buckley Wealth Management
Nevada
$634K – – –
NIM
1322
Northeast Investment Management
Massachusetts
$633K -$91.4K -378 -13%
NB
1323
Northwest Bancshares
Pennsylvania
$633K -$13.1K -54 -2%
CCM
1324
Cox Capital Management
Massachusetts
$633K +$30.7K +127 +5%
CAMG
1325
CWA Asset Management Group
Florida
$630K -$89.9K -372 -12%
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